Teams | Collaboration | Customer Service | Project Management

Latest Videos

How to Define Your Agency's Niche w/ Mike & Gaby Grinberg

When you find yourself spread thin across multiple services and client needs, it’s time to ask yourself—is niching down the right choice for your business? Mike & Gaby Grinberg, dual founders of Proofpoint Marketing, join the podcast to talk about finding their niche in the face of the pandemic and how their business has flourished in the aftermath. They discuss the importance of building a strategic narrative around your core business beliefs, and how to use that narrative to drive both growth and client connection.

The Must-Have Forecast Model to Grow Your Agency w/ Garrett Mehrguth

Today he runs an agency doing $25MM in ARR with around 150 employees. But–as the story usually goes–this success didn’t come overnight & started with much more humble beginnings. From not getting paid by one of his first clients to gaining traction with small monthly retainers on Fiverr to now running a successful performance marketing agency for SaaS companies, Garrett Mehrguth, CEO of Directive, has learned a forecasting model that’s allowed him to scale his agency well beyond those humble beginnings.

The 3 Client Communication Risks (& How to Avoid Them) w/ Susan Fennema

It can be terrifying to allow your clients to “see how the sausage is made,” and this is one of the main concerns related to handling client communications within your project management or professional service automation software. While there are benefits to streamlining your client communications and inviting them into the system that runs your agency–benefits like visibility, client perception & efficiency–each of those benefits comes with some pretty intimidating risks.

How This Agency Reduced Churn by 50% (with AI's Help) w/ Erik Huberman

Wanna know how a 200-person agency reduced churn by 50% from one year to the next? Even though Hawke Media is one of the most successful marketing agencies in the United States and they’ve scaled to hundreds of millions in annual revenue, their journey hasn’t been without bumps in the road. At the beginning of 2022, they saw client churn on the rise and their CEO, Erik Huberman, knew he had to adjust their strategy to address a new challenge.

How A Merger Accelerated Their Agency's Growth w/ Bob Ruffolo

How does a simple merger result in a highly successful business that houses both agency and consulting practices under one roof, creating what very well may be the business model of the future? Bob Ruffolo, founder and CEO of IMPACT, joins the podcast to discuss his merger with The Sales Lion, and how that led to growth that surpassed their HubSpot peers and made their consulting services a primary source of company revenue.

The 5 Financial Metrics Top Agencies Get Right w/ Ryan Watson

What’s one mistake you’ve made as an agency leader you’ll never forget? Several guests on this show have shared the same exact answer: “I wish I’d invested in my own financial literacy sooner!” But, what financial metrics should you focus on the most? Even if you answer that question—how do you (and your team) impact those financial metrics that matter most for your agency?

5 Steps to Win Agency Clients Using Benchmark Data w/ Chris Nault

Want to win more clients (& keep them longer) in 2024? Of course you do! Offering a free benchmark consultation as part of your sales process might just be the key to doing both this year. In this episode with Chris Nault, Founder & CEO of Growth, he breaks down the process and results from his agency's 5-week experiment of adding a benchmark consultation into their sales and renewal processes. In this episode, you’ll hear from Chris.